Small Business CRM Software

What is the Legendary CRM?

We can help you be a small business with a Big impact

Don’t settle for spreadsheets, crumpled notes, or an average over-priced CRM. Legend's CRM puts all your customers all in one place. Easily sort, filter, track & export the data that you most care about. Categorize clients with custom tags & fields. Gain detailed insights on your profitability and growth. The Legendary CRM is cloud based so you never have to deal with frustrating installations or servers. Access the app from anywhere and on any device.

Unlike big name systems, we won't charge you on a per user or per client basis. Own your system for an agreed upon low cost, flat, recurring fee. Looking for extra support, guidance or custom reports? We can help with that too. Our longterm agreements are based on building relationships and providing unique value.

One seamless experience

A single tool for yourself, your clients & your team

Manage client documents, agreements, contact information and invoices all in the same place. Allow customers to log in, share documents, and make payments effortlessly and securely. Send important files for signature and receive a final, signed PDF copy automatically - no print-offs, faxes or stamps required. Provide your customers with a dedicated client portal and tie this directly to your website domain so it's easy to remember. Give yourself and your clients a professional experience.

Furthermore, Legend's CRM allows you to manage your team from the same portal. Assign tasks, save internal notes, manage projects, track time entries, record expenses and more.

Utilizing industry leading, secure technology from Stripe manage and bill customers all from within your website or app. Setup automatic recurring payments with ACH or credit cards, or send off one-time project invoices with attached PDFs at the click of a button. All financial data is stored securely on Stripe servers according to industry standards. Fine tune your payments and messaging to your particular requirements.

Reports & Insights that enable action

Less wasted time, more growth

Built in dashboards will show you trends & insights visually. Custom reports will allow you to tailor the data to your business. Our easy to use system will help you see what is important, and filter through the noise. Create actionable insights that allow you to focus on improving your business, not chasing down paperwork.